Hello all,
I have been working on maxing out my RRSP and TFSA for the past few years. I am getting close! I would like to know where I would turn to for information about how to make my portfolio tax efficient once I start investing in non-registered. I am looking for a holistic review of my portfolio. Would that be a financial planner, an account or someone else?
I am located in downtown Toronto and would love referrals if you have someone you work with and like. Bonus points if they work with early retirees.
Thanks in advance!
Someone to help with tax efficiencies
- Peculiar_Investor
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Re: Someone to help with tax efficiencies
Well done!
Would you settle for some of the collective knowledge of FWF'ers? If so, have you read our (your) wiki article -- Tax-efficient investing - finiki, the Canadian financial wiki. I'd suggest starting there and then continue to ask your specific questions on this topic.I am getting close! I would like to know where I would turn to for information about how to make my portfolio tax efficient once I start investing in non-registered.
How about using My Portfolio: Seeking Advice as a template.I am looking for a holistic review of my portfolio.
finiki, the Canadian financial wiki New editors wanted and welcomed, please help collaborate and improve the wiki.
Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams
Normal people… believe that if it ain’t broke, don’t fix it. Engineers believe that if it ain’t broke, it doesn’t have enough features yet. – Scott Adams